Life Insurance

Life Insurance

Our Life Insurance Difference

Our professionals provide customized individual life and disability programs for clients based on a review of their specific needs and goals. We have the products and experience to fit any size plan – from a relatively modest estate tax burden through cases in the hundreds of millions of dollars.

We specialize in creating cost efficient programs to best fit your business’ needs and employee demographics.

Solutions We Provide

Buy/sell funding mechanisms

Long term care insurance

Individual life and disability insurance (including key person protection)

Estate planning